Michael Lay is a financial advisor at EP Wealth Advisors with 19 years of industry experience. He holds the CFP® designation and has worked previously at Executive Wealth Management and Private Client Services LLC. Outside of his advisory role, he serves as treasurer for the Phoenix Gymnastics Boosters in Brighton, MI. EP Wealth Advisors is a registered investment adviser serving individual, corporate, and retirement plan clients. The firm provides wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios and a variety of investment strategies including fundamental, technical, and cyclical analysis.

Lewis Perkins is a CFP® with 33 years of industry experience, currently affiliated with Independent Financial Group, LLC since 2008. He also owns Comprehensive Financial Solutions, Inc, where he serves as an officer and director. Outside of his advisory roles, Perkins is involved in family dispute mediation and serves as treasurer for Northeast Neighbors, a nonprofit organization. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services through a national network of advisors and multiple program platforms.

Ryan Hall is a CFP® professional with two years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. Prior to joining EP Wealth Advisors, he worked at Wacker Wealth Partners and TrueNorth Health Center. His background also includes work at the Esalen Institute and involvement in travel-related activities. EP Wealth Advisors, LLC is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm provides discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, employing a suitability-driven approach with a range of investment options and fiduciary services.

Brett Davalos is a financial advisor at EP Wealth Advisors with 14 years of industry experience. He holds the Series 66 designation and previously worked at Peninsula Wealth LLC for 13 years before joining EP Wealth Advisors in 2025. EP Wealth Advisors is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document facilitation, using a suitability-driven approach that incorporates a range of investment vehicles and third-party managers.

Adam Werner is a CFP®-certified financial advisor with 15 years of industry experience. He has worked at EP Wealth Advisors since 2018 and previously at Donnelly Wealth Advisors, Inc. from 2012 to 2018. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process to manage portfolios using a variety of investment vehicles and also offers tax preparation and estate-document facilitation services to qualified clients.

Ryan Heiligenthal is a CFP® with seven years of experience in the financial services industry. He is currently with OSAIC Advisory Services, LLC and has prior experience at Securities America Advisors and SABRE Financial Services. He volunteers providing financial coaching to veterans and their families through the Coordinated Assistance Network/Foundation for Financial Planning. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm offers a range of advisory services through multiple program models and utilizes both proprietary and third-party platforms to manage client portfolios.

Michael Mc Callister is a financial advisor with PlanMember Securities Corporation and holds a Series 65 designation. He has recent experience working at McCallister Financial Group and Palos Verdes Practice Management. Prior to his advisory roles, his work history includes Deloitte and positions in education. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary oversight, participant investment options, and educational support. The firm employs a top-down strategic asset allocation process with risk-based mutual fund portfolios and utilizes third-party custodians while maintaining dual registration as a broker-dealer and investment adviser.

David Cantor is a financial advisor with Ep Wealth Advisors in Torrance, CA, holding 23 years of industry experience. He was previously with Longview Asset Management LLC for 24 years and has operated under his own name since 1990. Cantor is the sole owner and president of Raven'sWing Asset Management Inc., which holds a majority interest in LongView Asset Management. Ep Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm constructs customized model portfolios using a combination of fundamental, technical, and cyclical analysis, and provides ERISA-related fiduciary services for defined contribution and defined benefit plans.

Donita Joseph is a Series 65-licensed financial advisor with Integrated Wealth Concepts LLC, bringing six years of industry experience. She is also a partner at Windes, Inc., a CPA firm where she has worked since 1989. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management and financial planning, constructing customized portfolios with a long-term approach and utilizing both internal and third-party asset management.

Albert Herzog IV is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. His prior experience includes roles at Executive Wealth Management and Wells Fargo Advisors. He is also involved in tax preparation through partial ownership of Executive Tax Solutions, LLC. EP Wealth Advisors provides wealth management, financial planning, and discretionary portfolio management services to individuals, businesses, and retirement plans. The firm utilizes customized model portfolios and a combination of fundamental, technical, and cyclical analysis while offering ancillary services such as tax preparation and estate-document assistance.

Jared Lopez is a CFA® charterholder with four years at EP Wealth Advisors and a total of nine years in the financial industry. His prior experience includes roles at First Bank, BNY Mellon, and Capital Group. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm provides discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, managing approximately $35.57 billion in assets across 214 advisors.

Morgan Degooyer is a CFP® and Series 65-licensed financial advisor at EP Wealth Advisors with six years at the firm and a total of eight years in the industry. His prior experience includes roles at The Insight Group, Inc., Integrated Financial Group, and The Church of Jesus Christ of Latter-Day Saints. EP Wealth Advisors is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process to manage portfolios using a range of investment vehicles and offers services including financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Sara Laclair is a CFA® charterholder with 10 years of industry experience. She is currently with EP Wealth Advisors, where she has worked since 2026. Prior to that, she was with Capital Insight Partners for seven years and held roles at Voya Financial Advisors, Inc and Rayhons Financial Solutions. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, using a suitability-driven approach that incorporates mutual funds, ETFs, equities, fixed income, and alternative investments.

Tyler Mc Sween is a CFP® professional with one year of industry experience, currently advising at EP Wealth Advisors in Torrance, CA. His prior experience includes positions at First Republic Investment Management and Schoettle Financial. EP Wealth Advisors serves individuals, business clients, and retirement plans with wealth management, financial planning, and ancillary services such as tax preparation and estate-document access for qualified clients. The firm employs customized model portfolios and a range of investment strategies, including fundamental and technical analysis, options, alternative investments, and third-party manager oversight.

Farid Mokhtarian is a financial advisor with TLG Advisors, Inc. based in Torrance, CA, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has been with The Leaders Group Inc. since 2009. Outside of advising, he is an author and is involved in several insurance-related businesses. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm’s investment approach emphasizes manager selection and ongoing monitoring, applying fundamental analysis and Modern Portfolio Theory to build diversified portfolios.

Mark Pierce is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. His prior roles include positions at Purshe Kaplan Sterling Investments, Criterion Capital Advisors, Wells Fargo Advisors, and operating his own firm, Pierce & Pierce Inc., a family farm where he provides management oversight. He also serves on the board of directors for Blakeford at Green Hills, a nonprofit organization. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process to manage portfolios and offers a range of services including financial planning, retirement plan advisory, and ancillary tax and estate-document services.

Matthew Kuhn is a CFA® charterholder with 29 years of industry experience. He has been with EP Wealth Advisors since 2020 and previously worked at Harris Financial Advisors, Inc. for 28 years. EP Wealth Advisors, LLC is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process to manage portfolios using a range of investment vehicles and also provides financial planning, retirement plan advisory, tax preparation, and estate-document facilitation services.

Megan Hurches is a financial advisor with EP Wealth Advisors in Torrance, CA. She holds a Series 65 designation and has four years of industry experience, including prior roles at Executive Wealth Management, Dynamic Wealth Management Solutions, and healthcare-related positions. Outside of advising, she serves as a nurse educator, providing virtual instruction on the use of home INR monitoring systems. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm employs customized model portfolios with ongoing monitoring and integrates various investment strategies, also providing ancillary services like tax preparation and estate-document preparation for qualifying clients.

Steven Mahan is a CFA® charterholder and holds Series 65 and Series 63 licenses, with 12 years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2026, following prior roles at Capital Insight Partners LLC and American Funds. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualified clients. Their investment approach includes customized model portfolios utilizing fundamental, technical, and cyclical analysis, along with alternative investment and private fund recommendations.

John Gardner is a financial advisor at EP Wealth Advisors with six years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis to build customized model portfolios and offers ancillary services such as tax preparation and estate-document preparation for qualifying clients.